Roger focuses on investments in financial and business services companies with a focus on asset management and transaction processing.
Roger is a member of TA’s Executive, Core Investment and Portfolio Committees. He joined TA in 1989 and has more than 27 years of experience in the private equity industry. Over his career, Roger has sponsored numerous investments in the asset management and transaction processing sectors. He has served on the board of seven investments in private companies that have gone public, raising well over a billion dollars of capital, including Affiliated Managers Group and ANSYS, both of which have market capitalizations of more than $5 billion today.
Career Highlights
- Sponsored 30 investments, 26 of which are fully or partially exited, totaling over $2.2 billion of invested capital
- Significant experience investing in asset management companies having made eight investments in this sector
- Experience investing in transaction processing companies, including Cardtronics and BluePay Processing; helped source and close multiple acquisitions for both companies with an aim to accelerate growth by building scale
- Served on the Board of Directors of numerous public companies
Former Experience
- Bankers Trust Company – focused on leveraged acquisitions
Education
- Harvard Business School – MBA, with Honors
- Haverford College – BA, magna cum laude, Phi Beta Kappa, History
Board Representation
Current
- BluePay Processing
- Evanston Capital Management
- Retriever
- Russell Investments
- Stadion Money Management
Board Observer
- Full Sail
Former
- Affiliated Managers Group
- Allegis Realty Investors (now UBS Realty Investors)
- And 1
- ANSYS
- Boron, LePore & Associates
- Cardtronics
- Clayton Holdings
- CompBenefits
- Cupertino Electric
- EYP Mission Critical Facilities
- First Eagle Investment Management
- Florida Career College
- HVL
- K2 Advisors
- Keeley Asset Management
- Monarch Dental
- Preferred Freezer Services
- Thomson Advisory Group (now PIMCO Advisors)
Other
- Co-Founder of the Down Syndrome Research and Treatment Foundation (now LuMind Foundation)
- Haverford College, Member of the Board of Managers
Featured Investments
IPO: NYSE: AMG
Acquired by UBS Asset Management
Acquired by American Sporting Goods Inc.
IPO: NASDAQ: ANSS
IPO: NASDAQ
IPO: NASDAQ: CATM
IPO: NASDAQ; Acquired by Greenfield Partners
Acquired by Humana, Inc.
Acquired by HP
Acquired by Blackstone Capital Partners and Corsair Capital
Acquired by Greenhill Capital Partners, Abrams Capital
Acquired by Atrium Biotechnologies Inc.
Acquired by Franklin Resources
IPO: NASDAQ
Acquired by Fenway Partners
